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Equity Management
Page 2

Equity Management Software with API (2026) - Page 2

Last updated: March 2026

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Features

API

Activity Dashboard(29)

Alerts/Notifications(30)

Cap Table Management(22)

Client Portal(27)

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Free(12)

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Web-based(42)

iPhone(9)

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Public Administrations(8)

Freelancers(16)

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Sponsored

Shareworks

3.2

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management software

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

Read more about Shareworks

Users also considered

DealPotential Entrepreneur Platform

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Search, scout, and match with the right investors

All-in-one platform that speeds up and facilitates your fundraising journey.

Read more about DealPotential Entrepreneur Platform

Users also considered

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

From the back office to investor relations to deal tracking, Allvue’s fully integrated suite of private equity solutions has everything a GP needs to run their operations and businesses successfully – regardless of size or strategy.

Read more about Allvue

Users also considered

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

Users also considered

QUODD

(0)

Financial market data solution for fintech businesses

QUODD is a global financial market data provider that delivers exchange pricing and reference data via API and digital platforms.

Read more about QUODD

Users also considered

Sage 300 People

(0)

HR and payroll solution

Sage 300 People is an integrated human resources and payroll software solution designed for medium to large businesses.

Read more about Sage 300 People

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered

Gust

(0)

SaaS equity management software for startups

Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

Read more about Gust

Users also considered

TradeSmart

(0)

SaaS order execution management system (OEMS) software

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

Users also considered

Pepper

(0)

Investment data management platform

Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

Read more about Pepper

Users also considered

Gain.pro

(0)

Find, understand and track companies that matter to you

Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

Read more about Gain.pro

Users also considered

InstaVal

(0)

Data-Driven Investment Platform

InstaVal is a data-driven platform helping founders organize recurring cap table events while helping investors access investment-ready opportunities.

Read more about InstaVal

Users also considered

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

Gust

(0)

SaaS equity management software for startups

Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

Read more about Gust

Users also considered

TradeSmart

(0)

SaaS order execution management system (OEMS) software

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

Users also considered

QUODD

(0)

Financial market data solution for fintech businesses

QUODD is a global financial market data provider that delivers exchange pricing and reference data via API and digital platforms.

Read more about QUODD

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered

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